Safir Wealth Advisors, LLC Vanguard Growth ETF Transaction History
Safir Wealth Advisors, LLC
- $140 Million
- Q3 2025
A detailed history of Safir Wealth Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Safir Wealth Advisors, LLC holds 33,057 shares of VUG stock, worth $16 Million. This represents 11.34% of its overall portfolio holdings.
Number of Shares
33,057
Previous 34,370
3.82%
Holding current value
$16 Million
Previous $15.1 Million
5.22%
% of portfolio
11.34%
Previous 11.15%
Shares
20 transactions
Others Institutions Holding VUG
# of Institutions
2,914Shares Held
277MCall Options Held
345KPut Options Held
186K-
Bank Of America Corp Charlotte, NC47.1MShares$22.8 Billion1.58% of portfolio
-
Jones Financial Companies Lllp35.2MShares$17 Billion11.59% of portfolio
-
Morgan Stanley New York, NY14.8MShares$7.14 Billion0.45% of portfolio
-
Envestnet Asset Management Inc8.32MShares$4.02 Billion1.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA7.25MShares$3.51 Billion25.47% of portfolio